9AT: KAHALA FINANCIAL ADVISORS, LLC

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 07/05/2017
ADV Location	HONOLULU, HI, United States
Contact Info	808 xxxxxxx
Websites

AUM^*	203,393,625 24%
of that, discretionary	203,393,625 24%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	481,975 29%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser CAMPBELL WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser VALIC FINANCIAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM29.2b	#Funds-
Adviser EMPOWER ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM195.4b	#Funds-
Adviser NATIONWIDE INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM16.7b	#Funds-
Adviser SAGEWELL INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM224.0k	#Funds-
Adviser PREMIUM 72 CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.0m	#Funds-
Adviser ZINVEST FINANCIAL SERVICE LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM23.5m	#Funds-
Adviser T. ROWE PRICE ADVISORY SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.9b	#Funds-
Adviser SENIOR FINANCIAL AND REALTY ASSOC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM40.7m	#Funds-

Brochure Summary

Overview

Kahala Financial Advisors, LLC is an independent, fee-only investment advisory firm that offers personalized investment management and financial planning services to disciplined investors. KFA was established in Hawaii in1986 and currently manages over $164 million among 166 households. Here are KFA’s key advantages: - We are qualified by relevant education and decades of experience. - We are an independent advisory firm with no outside influences to compromise our objectivity. - We are “fee-only” meaning no commission sales to compromise our integrity. - Our advisory fees are competitively priced. - We aggregate client accounts by households to utilize our lower fee breakpoints. - We manage well-diversified portfolios of low-cost mutual funds and/or exchange traded funds. - We are approved to use the exclusive Dimensional Advisor Funds family of funds. - Our discretionary trading authority offers timely, hassle-free investing for our clients. - We manage our clients’ accounts to minimize the impact of income taxes. - Our graphic quarterly portfolio performance reports are easy to understand. - We offer value-added personal financial planning advice and services. - We are a locally owned family business with an internal succession plan. Investment Management Service. KFA offers investment analyses, asset allocation, quarterly performance reports, on-going monitoring, and rebalancing services for its clients’ portfolios. KFA provides

a set of asset allocation models ranging from conservative to aggressive. Clients may choose one or more models depending on the purpose and time horizon of each account. KFA applies a long- term “buy and hold” approach and will diversify your account(s) among various stocks and bonds using low-cost mutual funds and/or exchange traded funds (ETF). KFA makes no attempt to time the markets. KFA’s clients’ accounts remain always invested but subject to rebalancing as needed. KFA requires discretionary trading authority from all its clients. KFA devotes most of its time to this core service of the firm. KFA’s fee schedule is provided in the following section. The relationship between you and KFA may be terminated at any time by either party. However, such termination must be in writing. You will be charged for any time expended on your behalf. You will have five business days to terminate the agreement without penalty. Personal Financial Planning Service. Personal financial planning is the analysis of your financial situation with recommendations which may pertain to the proper use of credit, budgets, insurance, income tax-reduction strategies, retirement and college-funding analyses, wills and trusts, and the various forms of investments. KFA does not, however, provide legal advice. KFA’s personal financial planning service is incidental to its investment management service and is available to its investor clients at no additional cost.

KAHALA FINANCIAL ADVISORS, LLC

KAHALA FINANCIAL ADVISORS, LLC

GREG MIYASHIRO, CFP

MIYASHIRO GREG SATORU

MIYASHIRO GREG CFP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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KAHALA FINANCIAL ADVISORS, LLC KAHALA FINANCIAL ADVISORS, LLC GREG MIYASHIRO, CFP MIYASHIRO GREG SATORU MIYASHIRO GREG CFP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

KAHALA FINANCIAL ADVISORS, LLC

KAHALA FINANCIAL ADVISORS, LLC

GREG MIYASHIRO, CFP

MIYASHIRO GREG SATORU

MIYASHIRO GREG CFP